Bank Sales Support Specialist (Commercial Loan Processor/Assistant)
Company: First Citizens Bank.
Location: Palo Alto
Posted on: May 8, 2024
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Job Description:
OverviewForever Strong.What sets First Citizens apart? Strong
leadership, enduring values, and a commitment to helping people and
businesses prosper.First Citizens Bank has an opportunity for a
Sales Support Specialist (Business/Commercial Lending Assistant).
We are hiring banking professionals who have had proven success in
their past careers, are self-motivated, and possess strong
relationship building skills.This role is an integral part of our
team, partnering with Commercial and/or Business Banking groups in
the sales, servicing and management of clients and loan
portfolios.ResponsibilitiesOngoing Sales Support: Provide ongoing
sales support to Lenders which includes identifying sales and cross
sell opportunities, coordinating materials for presentations,
setting up sales calls as needed, maintaining prospect lists and
making joint calls as required.Documentation Support and Accuracy:
Originates, processes and ensures accuracy of loan documentation
for closings. This includes entering financial information into the
loan system and ensuring that all necessary documentation is
included in the loan package prior to closing.Ongoing Credit
Servicing Support and Accuracy: Resolving documentation exception
issues, maintaining service levels, updating financial statements
and preparing files for all portfolio reviews. Run reports to track
maturing lines/loans and service levels.Monitoring of Past Due
Credits: Communicate, report and follow up on portfolio past dues
to ensure they remain current, while maintaining customer
contact.Ongoing Customer Service/Office Support: Coordinates
opening of deposit and other banking services with branch partners.
Handles customer requests for information and problem
resolution.The base pay for this position is relative to your
experience but the range is generally $27.04 to $39.00 per hour.
First Citizens offers a competitive, comprehensive benefits program
which you can review here:
https://jobs.firstcitizens.com/benefitsQualificationsBasic
Qualifications:Bachelors Degree OR High School Diploma or GED with
a minimum of 4 years experience in sales, customer service or
operations .Preferred Qualifications:Experience in commercial loan
documentation, commercial lending supportProficient in Microsoft
Excel, PowerPoint, Outlook and other office support systems and
programs.Experience in paralegal support.Prior work experience:
experience within a business/commercial/corporate banking
environment is strongly preferred.by Jobble
Keywords: First Citizens Bank., Sunnyvale , Bank Sales Support Specialist (Commercial Loan Processor/Assistant), Sales , Palo Alto, California
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